D&G Financial Group
Portal Access
Referral Partner

Your Network
Has Real Value.

If you have relationships with accredited investors, family offices, or qualified operators — we want to hear from you. Referral arrangements are simple, documented, and fair.

No license required. Referral fees are discussed directly and documented before any introductions are made.

Connect With Us →Back to Network
Who Qualifies

The Right People
Know the Right People.

You don't need a license to refer. You need relationships with qualified individuals and the integrity to make introductions you'd stand behind.

01
Connected Professionals
Attorneys, CPAs, wealth managers, and advisors who work with HNW individuals and family offices. You're already in rooms where capital decisions get made.
02
Real Estate & Business Networks
Developers, operators, and business owners with networks of accredited investors who are actively looking for alternative asset exposure.
03
Community & Affinity Networks
Leaders within professional associations, investment clubs, alumni networks, or affinity groups where qualified investors congregate.
How It Works

Three Steps.
That's It.

We keep the referral process simple by design. You make the introduction. We close the deal. You earn the fee. No complicated structures, no chasing updates.

01
You Make an Introduction
You refer a qualified accredited investor or operator to D&G. The introduction is documented in a referral agreement before any conversation begins.
02
We Handle Everything
Our IR team takes it from there. Qualification, materials, investor call, subscription docs, accreditation. You stay informed but don't manage the process.
03
Capital Closes
Once the investor closes and capital is deployed, your referral fee is triggered per the terms of the agreement.
What To Expect

Simple By Design.
Fair By Principle.

Documented Agreement
A referral agreement documents the relationship before any introductions. Terms are discussed directly and confirmed in writing.
No License Required
Referral arrangements are structured appropriately for unlicensed partners. We ensure compliance on our end so you don't have to.
Transparent Communication
You'll know the status of every referral. We keep you informed through close without you having to chase us.
Fair Compensation
Referral fees reflect the value of the relationship and are discussed directly. Every arrangement is documented before any introduction is made.
Get in Touch

Tell Us About
Your Network.

Submit your information and our team will follow up within one business day. We'll discuss your network, how you typically refer, and what a fair structure looks like for both sides.

All referral arrangements are documented in an agreement before any introductions are made.

Connect With Us

Tell us about yourself and your network. We'll follow up to discuss what a referral arrangement looks like.

We do not sell or share your information · All inquiries are kept strictly confidential

Referral arrangements are discussed directly and documented in a formal agreement prior to any introductions. Compensation structures are tailored to each partner's qualifications and applicable regulations. This page does not constitute an offer to sell or solicitation to buy securities.